eReinsure the Company

FAQs

How do I make a copy of a submission (e.g. for a renewal)

The eReinsure platform allows you to copy any submission. By copying a submission, a new submission will be created containing the primary insurance and reinsurance information of the original, along with any attachments.

The submission retains its original name by default, but the name and all information relating to the submission can be modified by clicking on the Edit link in the left Task Bar. You will then work through the same steps as Creating a Submission, editing and adding information as necessary (this includes the ability to add or delete files).

Tip: This feature is very useful for renewals. Simply create a copy of the submission to be renewed then change the dates and update other information and attachments as needed.

Tip: This feature can save you time entering information. If you find that the submissions you create often include the same information (e.g. your submissions use the same terms and conditions), copy a submission which contains the common information and use the copy in lieu of a blank template.

1. Create a submission filling in the fields with the most common entries and selections. Use a generic name for the named insured (eg. "GL Submission").
2. On Step 3 click Save as Draft. The reusable submission you've created can be found on the homepage in the My Submissions section with a Draft status.
3. To create a submission using this template, create a copy of it (following the instructions below) and Edit the submission, modifying the fields that are specific to the account for which you are placing reinsurance.

How To copy a submission

1. There are two places the submission you wish to copy may be located. Follow one of the two steps below:
   1. If the submission has not been moved to My Filing Cabinet:
      • On My Desk under My Submissions, click the Named Insured link for the submission.
        RESULT: This will display the Submission Summary screen.
   2. If the submission has been moved to the Filing Cabinet:
      • From My Desk, click the My Filing Cabinet link in the main menu bar.
        RESULT: This will display the Placed Submissions screen
      • If the submission was not placed, click the Not Placed link in the menu bar and continue.
      • Select the submission by clicking on the Named Insured link.
        RESULT: This will display the Submission Summary.
2. Click the Copy link in the left Tasks box.
   RESULT: This displays the Submission Summary for the copy.
   
3. Click the Edit link in left Tasks box to modify the copied submission using the create submission process and to submit it to markets for quoting.